BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN:01:22 - What is happening between the United States and China with chip manufacturing?04:55 - Is the FED being weaponized against Russia and China?23:11 - What should people expect in the energy sector moving forward?29:54 - Zoltan Pozsar's quote about commodity-backed money.31:36 - Who's actually buying UST right now?35:18 - What triggers the next big FED Pivot?47:24 - What happens in US Real Estate with 30 year loans currently at 7.22% fixed.48:25 - Luke's thoughts on the 3 month and 10 year treasury being at parity.01:03:34 - What's currently happening the Japanese treasury market?Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESLuke's Books.Luke's Newsletter.Twitter thread on China-US Chip manufacturing.Related Episode: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen - BTC067.Related Episode: Luke Gromen on China, Evergrande, Macro, & Bitcoin - BTC045.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSTake a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.More wealth, more purpose, or making more of a difference? Commonwealth Private helps you create more of yours - with exceptional service and experts who meticulously tailor opportunities for you.Get access to great value basic health insurance that's simple to understand with Frank Health Insurance.Start building a portfolio of alternative farm and timberland assets with AcreTrader.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.When you want to be a better problem solver, therapy can get you there. Visit BetterHelp today to get 10% off your first month.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax’s Gold Investor Kit today - 3 ounces of the world’s most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.Invest in your best rest today with Brooklinen. Enjoy $20 off your order and free shipping on orders of $100+ with code INVESTORS.Start printing everything your small business needs and discover the endless printabilities with VistaPrint.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Whether you’re exploring ways to manage volatility, seeking income and diversification opportunities, or looking for tax management strategies- Invesco has over 200 ETFs to help you meet your financial goals. Visit invesco.com for a prospectus with this information.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Get position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Enjoy 10% off your first booking in Viator’s world of over 300,000 experiences you’ll remember. Download the Viator app now and use code VIATOR10.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


by We Study Billionaires - The Investor’s Podcast Network